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Vanguard S&P 500 ETF
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Overview Fund Activity

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.72%
Holding in Top 10
176
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$153M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$141M
3
Morgan Stanley
Morgan Stanley
New York
+$93.2M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$71.6M
5
AssetMark Inc
AssetMark Inc
California
+$70.7M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$805M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$179M
3
S
Schroders
United Kingdom
-$174M
4
IL
Investure LLC
Virginia
-$159M
5
GT
Glenmede Trust
Pennsylvania
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
801
Arden Trust
Delaware
$201K +$201K +807 New
PWAG
802
Polaris Wealth Advisory Group
California
$186K – – –
BCA
803
Bray Capital Advisors
Florida
$184K +$499 +2 +0.3%
LWS
804
Lucia Wealth Services
California
$171K +$171K +685 New
DWA
805
Divergent Wealth Advisors
Utah
$168K – – –
BWM
806
BerganKDV Wealth Management
Minnesota
$165K +$165K +662 New
VIA
807
Vantage Investment Advisors
Pennsylvania
$156K +$1K +4 +0.6%
MWM
808
Mascoma Wealth Management
New Hampshire
$155K – – –
TFO
809
Tarbox Family Office
California
$148K – – –
RA
810
Rational Advisors
New York
$145K +$70.4K +283 +94%
BAMG
811
Brand Asset Management Group
Missouri
$143K +$143K +574 New
BWA
812
Burt Wealth Advisors
Maryland
$142K – – –
IWP
813
Icon Wealth Partners
Texas
$139K +$1K +4 +0.7%
CCM
814
Covington Capital Management
California
$137K – – –
VCM
815
Versant Capital Management
Arizona
$129K – – –
WC
816
Westwind Capital
New Mexico
$126K +$48.2K +193 +62%
CFA
817
Carroll Financial Associates
North Carolina
$123K – – –
HT
818
Heritage Trust
Oklahoma
$118K +$4.98K +20 +4%
ECM
819
Exchange Capital Management
Michigan
$116K – – –
KJWM
820
Kiley Juergens Wealth Management
Washington
$116K +$116K +467 New
CTC
821
Central Trust Company
Missouri
$114K +$26.3K +105 +30%
ME
822
McIlrath & Eck
Washington
$106K -$3.74K -15 -3%
WTB
823
Washington Trust Bank
Washington
$106K – – –
FWM
824
Focused Wealth Management
New York
$100K -$5K -20 -5%
LNB
825
Ledyard National Bank
$97K +$5.99K +24 +7%
31 32
33
34 35